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Membership Overview Checklist

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By : Nat Leeman

Item Description

Do you struggle to know what exactly to say or explain at the membership overview/wellness consult?


Here is a step-by-step checklist to have to hand before you begin the session. As you encourage the customer to build healthy lifestyle habits with the LIVE guide, you are also making sure YOU cover your basics such as LLV, Back office Tour etc with this prompt guide. 

Features: 
* Space to write in the customer's name and ID number
* Prompts to transition into talking about LLV, LRP and referrals
* Guide to help you get the customer onto LRP and also plug them into continued education.
* Space for you to write notes so that you know how best to support them in the future.

A quick printable to have ready so that you can lead new customers smoothly through the most important factors of their membership. 

Click the "Share This" icon at the top right hand side of this page to share this image with your teams and get them to download it under their own One Drop account. If you’d like a 10% discount on any One Drop subscription go here: https://bit.ly/nlonedrop 


I get paid per download so thank you for helping me to get paid fairly and for protecting the copyright material. 


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Item Type

Subscription

Item Category

Printables

File Type(s)

.png

Market(s)

US, Canada, Europe, AUS/NZ

Item Description

Do you struggle to know what exactly to say or explain at the membership overview/wellness consult?


Here is a step-by-step checklist to have to hand before you begin the session. As you encourage the customer to build healthy lifestyle habits with the LIVE guide, you are also making sure YOU cover your basics such as LLV, Back office Tour etc with this prompt guide. 

Features: 
* Space to write in the customer's name and ID number
* Prompts to transition into talking about LLV, LRP and referrals
* Guide to help you get the customer onto LRP and also plug them into continued education.
* Space for you to write notes so that you know how best to support them in the future.

A quick printable to have ready so that you can lead new customers smoothly through the most important factors of their membership. 

Click the "Share This" icon at the top right hand side of this page to share this image with your teams and get them to download it under their own One Drop account. If you’d like a 10% discount on any One Drop subscription go here: https://bit.ly/nlonedrop 


I get paid per download so thank you for helping me to get paid fairly and for protecting the copyright material. 


Item tags

  • AU
  • back office
  • CA
  • daily mentor calls
  • eu
  • further education
  • ID
  • login
  • LRP
  • membership
  • membership overview
  • US
  • wellness
  • wellness consult